Training & consulting business development process

T

Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?


 

Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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